Quick Hits

Here is a quote I’m pondering on today that I took from Stillness is the key by Ryan Holiday “The need for progress can be the enemy of enjoying the process.” Don’t forget to smell the roses as you are having one of your best years ever! Here is a short video that goes back…

Mid-year check in! With a lot of people having one of their best years ever, it’s a great time to try something new or finally finish that project you’ve been saying you were going to do for years. Question: 6 Months from now, what is one thing that you will be glad you started today?…

Here are your Quick Hits: 20+ Years of Inflation Business of Advice: Erica Pauly: Understand Your Numbers Kitces: 5 Industry Trends Reshaping Financial Advice 7 Steps to Estimating Your In-Retirement Cash Flow Needs

Just getting back from seeing a lot of you all enjoying Rome! Hope everyone had a great time. Now, time to get back at it and finish this second half stronger than the first! Here are your Quick Hits: Planning Well – Robert Glazer American Workers Have Quit Quitting, for Now Why Do You Want…

Excited to see you all in Rome next week!! Cin Cin! Cin cin’ is the most common way to say ‘cheers’ in Italian. This is a casual and informal toast that is commonly used among friends and family. “Salute” is another way to say “cheers,” which is more formal and is often used in more…

Here are your Quick Hits: The C Word – Humble Dollar Maximize your spending in retirement Stock-obsessed Gen Z are using astrology and tarot to invest—and swearing by the results to the tune of over $400,000 The Stocks Driving S&P 500 Returns in 2024

I can’t believe we are almost HALF WAY through 2024! Can you? I hear a lot of you are having your best year ever…AGAIN. It’s an exciting time and you all are helping a lot of people navigate one of the most stressful times in their lives. It’s awesome to be a part of it.…

Here are your Quick Hits: Why the Recession Still Isn’t Here Clients Might Want To ‘Use Not Lose’ Expiring Estate Tax Exemptions Lazy Work, Good Work – Morgan Housel

Here are your Quick Hits: NAFA’s Guide to the DOL Ruling 10 Factors To Determine If Your Potential Niche Is Really Viable (And How To Finetune If Necessary) Wall Street’s Favorite Recession Indicator Is in a Slump of Its Own Should you be a finfluencer?

Here are your Quick Hits: Fast food inflation compared to Listed inflation is WILD! What Advisers Need to Know Now About Giving Rollover Advice After Sept 23, 2024 (Michael Kitces) Financial Advisors Reduce Clients’ Stress: Survey Majority of Americans wrongly believe US is in recession – and most blame Biden